Culture is Purpose Not Place
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my…
Recently I had a conversation with a Financial Advisor regarding his team, he’s one of our clients that I mentor. Our conversation focused on my…
Have you considered asking this during a job interview, “Mediocre is unacceptable here, so will you bring your A-game to this job? Please share with…
When something in my company goes badly wrong I always ask, “why did we handle this issue in this way?” It’s always the first step…
All of us who have served affluent clients know something they don’t know. All humans are Predictably Irrational (a great book by psychologist Dan Ariely,…
The subject of leadership comes up a lot in my business, and I suspect also in yours. I’m a high-end Financial Advisor, serving individuals and…
I’ll share with you an intellectual shortcut we provide our clients, all of whom are high-end Financial Advisors. However this shortcut will work if you’re…
All Financial Advisors look alike to affluent Clients. I’ve studied the data for more than 25 years and when a successful affluent person meets a…
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